When you add these fields to a Cloud Coach Milestones project using native Salesforce functionality, you’ll be prompted to add them to the detail page layout. This is a great place to keep track of details that you don’t need at a glance – but what about important details that you want to track on your cross-project Gantt view?

In today’s example, we’ll add a text field for “Key Stakeholder” to our project views so that we easily see who our primary stakeholder is for follow-up.

Step 2 (optional): Add your field to the detail page.
When you create your new field, you’ll also be prompted to add the field to the detail page.

Step 3: Add your new field to the field set “Gantt”.
Cloud Coach Milestones comes with a special field set that allows you to set what shows in the right-hand side panel of your cross-project Gantt view. Simply drag and drop your new field into the field set list where you want it to appear. (You can also re-arrange existing fields to further customize your project view.

Step 4: View your new field.
You can now go to your cross-project Gantt view and see your new field.